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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,677 | $77,416-95.3% | $69,464-94.7% | $152,897-97.6% |
| Participation rate | 47.8% | 78.1%-30.3pp | 74.6%-26.8pp | 82.5%-34.6pp |
| Annual return | 23.89% | 39.08%-15.2pp | 28.98%-5.1pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $706 | $4,413-84.0% | $3,536-80.0% | $5,851-87.9% |
| Admin fee / account holder | $166 | $6,208-97.3% | $3,840-95.7% | $11,599-98.6% |